Mill Creek, founded in 2006, is an independent investment office based in Green Tree, PA, dedicated to providing customized financial advice to over 300 families and institutions. With a team of highly experienced professionals averaging 20 years of expertise, they offer tailored investment solutions and high-touch service to help clients achieve their financial goals.
Specializing in working with high-net worth individuals and organizations, Mill Creek offers services such as financial planning, tax evaluation, estate planning, and comprehensive reporting. Their commitment to integrity, prudent risk-taking, and client-focused advice sets them apart as a trusted partner in stewarding clients' investment capital for long-term success.
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